HVAC CRM & AUTOMATION

NEVER MISS ANOTHER CALL

Stop leaking high-ticket HVAC emergency jobs to competitors. Incursion instantly captures missed calls, auto-dispatches SMS replies within 30 seconds, and books paying homeowners straight into your dispatch calendar.

  • Month-to-month agreement
  • No long-term contracts
HVAC service fleet and automation center
Live SMS Response30s Dispatch
Homeowner: "AC stopped cooling, it's 94° in the house. Can someone come out today?"
Incursion Auto-Bot: "Hi Sarah! We have an HVAC tech 12 mins away. Securing your emergency dispatch slot for 2:30 PM now."
Auto-BookedInstant
FREE AUDIT OVERLAY

THE REAL PROBLEM

YOU'RE NOT SHORT ON LEADS.
YOU'RE SHORT ON FOLLOW-UP.

Every HVAC contractor knows the routine: thousands spent on Google Ads and local service ads to generate estimate requests. You dispatch techs, measure ductwork, calculate load sheets, and send detailed proposals before midnight. Then silence. You get pulled into emergency summer calls, follow-up falls through the cracks, and three days later the homeowner signs with the competitor who texted them back twice.

As a former field tech, I saw over $80,000 in high-margin system replacements evaporate each month simply because nobody was dedicated to working the open quote pipeline. You do not need more ad spend. You need an automated system that never allows an estimate to die unattended.

WHY HVAC IS DIFFERENT

GENERIC CRMS DON'T GET
YOUR BUSINESS

Software built for digital agencies or retail stores fails when emergency freeze calls surge at 2:00 AM. HVAC is high-stakes, fast-moving, and asset-heavy.

Emergency No-Heat & AC Outage Calls

Response windows are measured in seconds, not hours. The homeowner calls the first contractor who replies.

High-Ticket Replacement Decisions

$8k-$18k equipment quotes need automated multi-touch nurturing and financing prompts, not generic email blasts.

Brutal Seasonal Demand Surges

When the first 95°F heatwave hits, your dispatch capacity explodes 400%. Manual pipeline updates collapse instantly.

WITHOUT THE RIGHT SYSTEM, YOU GET:

Missed After-Hours Calls: 62% of after-hours callers immediately hire the next company on Google.

Wasted Truck Rolls: Techs dispatch to unconfirmed appointments or unvetted tire-kickers.

Stalled Replacement Quotes: $12,000 system proposals sit in customer inboxes without automated follow-ups.

Disorganized Dispatch: Office staff overwhelmed by manual data entry while revenue leaks through the cracks.

OUR SYSTEM

EVERYTHING YOUR OFFICE NEEDS,
ON AUTOPILOT

Replace patchwork software and chaotic dispatch with a single brutalist engine built strictly for residential and commercial HVAC contractors.

INSTANT LEAD CAPTURE

Seize high-intent HVAC emergency calls and web inquiries instantly before competitors pick up the phone.

  • Missed-call auto-text triggers in 15 seconds
  • Google LSA, Meta & web forms in one feed
  • Emergency job classification & alert routing

FOLLOW-UP THAT NEVER QUITS

Multi-channel automated cadences ensure quote requests and unsold system replacements convert to closed revenue.

  • Automated 7-step SMS and ringless voice drops
  • Dead estimate reactivation engines
  • Custom seasonal maintenance campaign builder

BOOKING & REMINDERS

Frictionless scheduling links and automated appointment reminders slash homeowner no-shows to near zero.

  • Direct calendar booking matching technician zones
  • Automated 24hr and 2hr SMS arrival reminders
  • On-my-way alerts with live technician status

ESTIMATES INVOICES & PAYMENTS

Build itemized proposals and collect payment on-site with clean digital invoices delivered via SMS.

  • Field-ready mobile proposal generation
  • Instant text-to-pay with debit, card, or ACH
  • Real-time QuickBooks & Stripe reconciliation

REVIEWS & REPEAT BUSINESS

Turn every completed HVAC maintenance call into a 5-star Google review and long-term service agreement.

  • Post-job Google review requests sent automatically
  • Negative feedback routed to managers privately
  • Annual membership renewal & filter replacement prompts

ONE INBOX FOR YOUR TEAM

Consolidate every text, call recording, email, and internal technician note into one synchronized stream.

  • Unified two-way SMS, business phone & email
  • Role-based technician permissions and assignment
  • Complete searchable customer service timelines

REAL REPORTING

WE MEASURE WHAT MAKES YOU MONEY

SPEED TO LEAD

Exact response time down to the second. Instantly dispatch follow-ups before competitors reply.

ESTIMATE CLOSE RATE

Total quotes sent versus signed contracts. Isolate underperforming tech quotes and won revenue.

SHOW-UP RATE

Track booked diagnostics versus completed doors knocked. Eliminate costly truck-roll ghosting.

LEAD SOURCE

Granular attribution by ad channel, organic search, and LSA. Know your exact cost per closed job.

WHY INCURSION

THE INCURSION DIFFERENCE

A rigorous operating architecture built strictly for heating and air conditioning contractors. No bloated generic CRM tools, zero guesswork, and total accountability from first ring to paid invoice.

01 / SPECIFICATION

BUILT FOR HVAC

Pipeline stages, emergency service dispatches, and seasonal equipment replacement workflows reflect real field conditions. We do not rebrand general-purpose software; every trigger is calibrated for residential HVAC teams.

02 / SYNCHRONIZATION

CONNECTED TO YOUR MARKETING

Direct live links to Google Local Services Ads, paid campaigns, and call tracking systems. Every inbound lead is parsed, tagged to its source campaign, and routed to technicians within seconds.

03 / ONBOARDING

WE SET IT UP

Complete white-glove deployment handled by certified systems engineers. We migrate your customer history, build out your price books, and configure dispatch automation before you ever log in.

04 / ITERATION

ALWAYS IMPROVING

Continuous platform enhancements shaped directly by feedback from operating trade businesses. As dispatch algorithms, rebate structures, and seasonal demands shift, your system updates seamlessly.

GETTING STARTED

UP AND RUNNING,
DONE FOR YOU

Our implementation engineers handle 100% of the technical build, integration, and staff training so your team never misses a dispatch beat.

01

SETUP

Complete system audit and workflow mapping. Our deployment team architects your custom routing rules and migrates legacy customer records with zero downtime.

02

CONNECT

Direct webhook and API synchronization with your phone lines, lead aggregators, website forms, and field service management software.

03

AUTOMATION

Instant activation of sub-60-second missed-call text-back sequences, emergency priority routing, and automatic quote revival engines.

04

TRAINING

Direct, one-on-one training for your office dispatchers and CSRs. We test live scenarios to ensure 100% platform mastery before you take live calls.

05

OPTIMIZE

Monthly conversion calibration, script refinement, and response speed analysis to keep booked revenue scaling alongside technician capacity.

HVAC company dispatcher managing automated calls at operational desk

OPERATIONAL HANDOFF

ZERO OPERATIONAL DOWNTIME

We build parallel test pipelines before cutover. Your dispatch desk operates uninterrupted while response speeds jump to sub-60 seconds.

IS THIS YOU?

SOUND FAMILIAR?

IF YOU ARE DEALING WITH ANY OF THESE BOTTLENECKS:

  • High-intent emergency calls routing to voicemail after 5 PM while nearby competitors snap up the replacement jobs.
  • Estimators burning hours assembling detailed quotes that get ghosted with zero automated follow-up.
  • High ad spend wasted on homeowners who schedule service windows and then fail to answer the door.
  • Disorganized dispatch sheets causing lucrative seasonal maintenance agreements to fall through the cracks.
  • Field techs sitting idle waiting on manual customer confirmations before rolling service trucks.

Your HVAC business does not have a lead generation problem. You have a response speed and dispatch latency leak. Incursion plugs that gap automatically within 60 seconds of every inquiry.

LIMITED SPOTS

STOP LOSING JOBS TO
VOICEMAIL

We maintain a strict limit of 10 HVAC contractors per metro territory to guarantee hands-on technical support and lightning-fast dispatch integrations. Claim your market before your competitor does.

100% Free • No Credit Card Required • Instant Pipeline Setup

FINAL DISPATCH : AUDIT & STRATEGY

FIX YOUR LEAKS

Get a free, no-pressure marketing audit of your HVAC business. We'll show you exactly where your leads are leaking - and how to fix it.

100% Free • No Obligation • Custom HVAC Analysis Delivered in 24 Hours